Author
Topic: What paperwork do I need to do a consult? (Read 1848 times)

I have just started a home based medical billing company and have yet to secure my first provider client. Would you please assist me with a list of the necessary paperwork I should carry with me when I do a consult.

Are you talking about AFTER your presentation? Usually if I meet with a potential client for the first time I don't have a price plan or a contract ready because I don't know what they need AND I like to crunch the numbers first. I don't have a "menu" of services/pricing.I usually bring with me sample reports, I do bring the office profile/matrix needed and I also have a folder I keep if they feel they are ready to take the next step which has forms they can complete so that I can provide a practice analysis which helps me with pricing. Usually on my first visit I like to listen more than I talk so that I have a good feel for the problems they are having and then I can come up with solutions. I also have a flip chart that I can modify with a dry erase/pen to show them cost savings of outsourcing if I am meeting with doctors who are thinking of outsourcing or not sure at this point. I also bring along a copy of my compliance plan which many have asked me to see. I also have a binder with all of my achievements, experience, certifications, etc., which is sort of like a resume or a portfolio. Another thing I like to bring along are some testimonials or references.

I created a sample compliance plan that includes the red flag rules. I gave a copy to the Medical Association of Billers and Don self. He might have it on his website. You can PM me for the web addresses.